JESVX vs. SSCVX
Compare and contrast key facts about John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) and Columbia Select Small Cap Value Fund (SSCVX).
JESVX is managed by John Hancock. It was launched on Apr 28, 2005. SSCVX is managed by Columbia. It was launched on Apr 25, 1997.
Performance
JESVX vs. SSCVX - Performance Comparison
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JESVX vs. SSCVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
JESVX John Hancock Variable Insurance Trust Small Cap Value Trust | -2.36% | 0.13% | 5.97% | 14.02% | -9.84% | 26.18% | -6.96% | 26.52% | -12.98% | -3.88% |
SSCVX Columbia Select Small Cap Value Fund | 5.82% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.52% |
Returns By Period
In the year-to-date period, JESVX achieves a -2.36% return, which is significantly lower than SSCVX's 5.82% return.
JESVX
- 1D
- -2.91%
- 1M
- -10.17%
- YTD
- -2.36%
- 6M
- -0.12%
- 1Y
- 4.54%
- 3Y*
- 4.94%
- 5Y*
- 3.18%
- 10Y*
- —
SSCVX
- 1D
- -1.40%
- 1M
- -6.22%
- YTD
- 5.82%
- 6M
- 6.09%
- 1Y
- 22.66%
- 3Y*
- 11.20%
- 5Y*
- 5.67%
- 10Y*
- 8.32%
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JESVX vs. SSCVX - Expense Ratio Comparison
JESVX has a 1.04% expense ratio, which is lower than SSCVX's 1.28% expense ratio.
Return for Risk
JESVX vs. SSCVX — Risk / Return Rank
JESVX
SSCVX
JESVX vs. SSCVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) and Columbia Select Small Cap Value Fund (SSCVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| JESVX | SSCVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.16 | 1.00 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.41 | 1.51 | -1.10 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.21 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | -0.15 | 1.32 | -1.47 |
Martin ratioReturn relative to average drawdown | -0.43 | 5.44 | -5.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| JESVX | SSCVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.16 | 1.00 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.27 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.36 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.14 | 0.31 | -0.18 |
Correlation
The correlation between JESVX and SSCVX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
JESVX vs. SSCVX - Dividend Comparison
JESVX's dividend yield for the trailing twelve months is around 12.00%, more than SSCVX's 10.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JESVX John Hancock Variable Insurance Trust Small Cap Value Trust | 12.00% | 11.72% | 6.53% | 9.41% | 21.62% | 1.33% | 12.54% | 7.49% | 16.31% | 0.76% | 0.00% | 0.00% |
SSCVX Columbia Select Small Cap Value Fund | 10.36% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
Drawdowns
JESVX vs. SSCVX - Drawdown Comparison
The maximum JESVX drawdown since its inception was -46.09%, smaller than the maximum SSCVX drawdown of -65.34%. Use the drawdown chart below to compare losses from any high point for JESVX and SSCVX.
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Drawdown Indicators
| JESVX | SSCVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.09% | -65.34% | +19.25% |
Max Drawdown (1Y)Largest decline over 1 year | -15.60% | -15.41% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -26.55% | -29.22% | +2.67% |
Max Drawdown (10Y)Largest decline over 10 years | — | -48.87% | — |
Current DrawdownCurrent decline from peak | -10.55% | -7.88% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -11.91% | +2.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.83% | 3.74% | +4.09% |
Volatility
JESVX vs. SSCVX - Volatility Comparison
The current volatility for John Hancock Variable Insurance Trust Small Cap Value Trust (JESVX) is 5.22%, while Columbia Select Small Cap Value Fund (SSCVX) has a volatility of 6.07%. This indicates that JESVX experiences smaller price fluctuations and is considered to be less risky than SSCVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| JESVX | SSCVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.22% | 6.07% | -0.85% |
Volatility (6M)Calculated over the trailing 6-month period | 14.20% | 12.52% | +1.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.45% | 22.83% | +2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.70% | 21.18% | -0.48% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.38% | 23.44% | -0.06% |